EWS

Eagle Wealth Strategies Portfolio holdings

AUM $201M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$590K
3
+$542K
4
MRK icon
Merck
MRK
+$285K
5
HRI icon
Herc Holdings
HRI
+$235K

Top Sells

1
+$543K
2
+$370K
3
+$296K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$279K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$271K

Sector Composition

1 Technology 9.87%
2 Financials 8.76%
3 Healthcare 5.76%
4 Consumer Discretionary 4.69%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.29%
8,973
+129
52
$385K 0.28%
1,998
53
$375K 0.27%
1,707
-69
54
$375K 0.27%
1,745
+69
55
$369K 0.27%
3,898
56
$363K 0.26%
1,600
-21
57
$361K 0.26%
1,616
+1
58
$352K 0.26%
110
59
$346K 0.25%
3,108
-72
60
$345K 0.25%
8,533
-2,814
61
$340K 0.25%
4,592
+217
62
$337K 0.24%
2,554
-103
63
$333K 0.24%
1,873
+3
64
$332K 0.24%
1,754
+121
65
$326K 0.24%
1,770
-29
66
$310K 0.22%
698
+41
67
$309K 0.22%
2,761
68
$307K 0.22%
11,990
69
$305K 0.22%
1,348
70
$293K 0.21%
4,713
+17
71
$290K 0.21%
1,413
72
$287K 0.21%
456
+9
73
$287K 0.21%
1,298
74
$283K 0.2%
4,734
-1,529
75
$282K 0.2%
3,125
+104
1 2
3
4 5